Milestone Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Milestone Asset Management’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.01M	Sell	1,438 -298	-17%	-$208K	0.16%	133
2026 Q2	$1.19M	Sell	1,736 -3,113	-64%	-$2.08M	0.19%	120
2026 Q1	$2.9M	Sell	4,849 -12,138	-71%	-$7.59M	0.53%	53
2025 Q4	$10.7M	Sell	16,987 -16,845	-50%	-$10.5M	2.01%	13
2025 Q3	$20.7M	Buy	33,832 +19,525	+136%	+$11.5M	3.92%	7
2025 Q2	$8.13M	Buy	+14,307	New	+$7.52M	1.72%	11

Other funds holding VOO

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Milestone Asset Management's VOO Position: Q3 2026 in Review

Milestone Asset Management reduced its Vanguard S&P 500 ETF (VOO) stake by 17% in Q3 2026, selling an estimated $208K and leaving 1,438 shares worth $1.01M. The position accounts for 0.16% of the portfolio, ranked #133.

Milestone Asset Management first reported a position in VOO in Q2 2025 and has held it in 6 quarters since. The position peaked at $20.7M in Q3 2025. 657 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Milestone Asset Management held 1,438 shares of Vanguard S&P 500 ETF worth $1.01M as of Q3 2026.
Milestone Asset Management sold 298 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $208K.
Vanguard S&P 500 ETF made up 0.16% of Milestone Asset Management's portfolio in Q3 2026, its #133 holding.
Milestone Asset Management first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 6 quarters since.
Milestone Asset Management's Vanguard S&P 500 ETF position peaked at $20.7M in Q3 2025.
657 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.